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Jan 14, 2013
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. >> the company believes that cisco emerged strong from its restructuring effort and says, quote, cisco is our best large cap idea for 2013 over the past two months, cisco shares are up more than, you see it, 17% at 20.83. you like cisco? >> i would have loved it. since then it is up 25%. as it turns out, the software difine networking aren't ready to take away cisco right now. would i buy it here? absolutely not. if it settles above 21.30, 21.50, i might be wrong and might be interested then. but right now, it is too late for the call. >> upgrading he hewlett-packard. >> it can't get much worse. suffering the past year but up more than 3% on the day. a nice run from the lows about $14 back mid november. jim, what do you say here? >> there is a reason it will sound like a little bit this on an uptick. the market gave this up for completely irrelevant and as good as dead. i did get hurt on that. now i'm long on making that money back. i like it and i like the simplicity of that call. plus, a couple weeks ago when it was trading opt lows, we are talking about bad news being priced in. plu
. >> the company believes that cisco emerged strong from its restructuring effort and says, quote, cisco is our best large cap idea for 2013 over the past two months, cisco shares are up more than, you see it, 17% at 20.83. you like cisco? >> i would have loved it. since then it is up 25%. as it turns out, the software difine networking aren't ready to take away cisco right now. would i buy it here? absolutely not. if it settles above 21.30, 21.50, i might be wrong and might be...
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May 17, 2013
05/13
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cisco is the largest company. even after their 2013 runs, they're worth $127 billion and $284 billion. microsoft is a lot bigger than cisco. even while i can easily argue they are much better companies with slightly better balance sheets, these comparisons represent that this market simply isn't frothy. sure, it could be a prelude to froth, but these aren't reckless valuations, particularly when you throw in that microsoft and cisco deal around 2.8%, which even after taxes is twice as good a return as what you get from the ten-year treasury. if you factor in the tax differential, remember the dividends are taxed much more favorably than income from bonds, cisco and microsoft were brimming with cash. like many others in the nasdaq, they can easily take the dividends much higher. lets be more definitive. yes, among the cheapest, we now would be flabbergasted with those valuations. we'd be, sell, sell, sell, every minute. needless to say, nasdaq's leader apple only sells at 10 times earning, which represents, frankly
cisco is the largest company. even after their 2013 runs, they're worth $127 billion and $284 billion. microsoft is a lot bigger than cisco. even while i can easily argue they are much better companies with slightly better balance sheets, these comparisons represent that this market simply isn't frothy. sure, it could be a prelude to froth, but these aren't reckless valuations, particularly when you throw in that microsoft and cisco deal around 2.8%, which even after taxes is twice as good a...
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Oct 1, 2013
10/13
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>> well, cisco has definitely benefited under john chambers' leadership. the stock is up about six times. but the company just announced in august it's going to be laying off 4,000 people to reduce costs. it's kind of hard to take that pay raise when doing those kind of layoffs. i don't think it's a good idea. >> how does this fly out there in silicon valley for mr. chambers? >> the optics are just bad on this, tyler. i mean, as julia mentioned, the layoffs of 4,000 people, they're going to be hiring people at the same time, yes, last year's results were poor which is why the salary and benefits were lower a year ago, and it's doubled now. yes, the other depppies of john chambers percentage wise their packages went up more but this looks bad at a time when cisco is in this spot and unclear exactly how successful they will be responding to challenges like software to find networking. >> another one of these battles, dish and disney averting a house of the mouse back blackberryout. dish threatened to continue carrying disney owned channels including espn. th
>> well, cisco has definitely benefited under john chambers' leadership. the stock is up about six times. but the company just announced in august it's going to be laying off 4,000 people to reduce costs. it's kind of hard to take that pay raise when doing those kind of layoffs. i don't think it's a good idea. >> how does this fly out there in silicon valley for mr. chambers? >> the optics are just bad on this, tyler. i mean, as julia mentioned, the layoffs of 4,000 people,...
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Apr 1, 2013
04/13
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cisco. tomorrow starts here. cisco. ♪ ♪ the new blackberry z10 with blackberry hub and flick typing. built to keep you moving. see it in action at blackberry.com/z10 i've always had to keep my eye on her... but, i didn't always watch out for myself. with so much noise about health care... i tuned it all out. with unitedhealthcare, i get information that matters... my individual health profile. not random statistics. they even reward me for addressing my health risks. so i'm doing fine... but she's still going to give me a heart attack. we're more than 78,000 people looking out for more than 70 million americans. that's health in numbers. unitedhealthcare. [ticking] >> julian assange is not a traditional journalist or publisher. in fact, many have argued that he is not really a journalist at all. he is an anti-establishment ideologue with conspiratorial views. he believes that large government institutions use secrecy to suppress the truth. and he distrusts the mainstream media for playing along. while most re
cisco. tomorrow starts here. cisco. ♪ ♪ the new blackberry z10 with blackberry hub and flick typing. built to keep you moving. see it in action at blackberry.com/z10 i've always had to keep my eye on her... but, i didn't always watch out for myself. with so much noise about health care... i tuned it all out. with unitedhealthcare, i get information that matters... my individual health profile. not random statistics. they even reward me for addressing my health risks. so i'm doing fine......
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Feb 14, 2013
02/13
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>> whole foods is a great trade but in terms of industrial level the networking companies, cisco came out with good reports, ericsson, that's where we're plopping money. >> market flash with josh lipton, a name he's following today. >> trying to please uncle sam here, anheuser slush/imbev revising the terms of its takeover of grupo modelo. the u.s. government rejects to the deal says it would restrict competition and lead to higher beer prices. anheuser-busch sells a u.s. brewery next to constellation and give it perpetual rights for crow no and other modelo brands in the u.s. investors cheering that news. constellation rocketing higher. options traders though maybe have a different take on constellation, mark sebastian of option pit points out that traders are buying every put they had get their hands on in march. back to you. >> joey, you have a thought on this space? >> no, i don't and it's not something that i generally follow. i think overall when you look globally the most important thing in the beverage space that has the exposure in the emerging markets. >> baker you're shakin
>> whole foods is a great trade but in terms of industrial level the networking companies, cisco came out with good reports, ericsson, that's where we're plopping money. >> market flash with josh lipton, a name he's following today. >> trying to please uncle sam here, anheuser slush/imbev revising the terms of its takeover of grupo modelo. the u.s. government rejects to the deal says it would restrict competition and lead to higher beer prices. anheuser-busch sells a u.s....
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Nov 5, 2013
11/13
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. >> you know cisco into next week's report play it long into it. not there though. >> ecl i'm buying it going higher. >> steve weiss. >> stay short the bond market tbf long. >> joe. >> starbucks wants to go back up again. >> have a great day. "power" starts now. >> "halftime" is over and "power lunch" and the second half of the trading day starts right now. >> golly, that whistle was loud in my ear. going to turn it down a little bit. move over pimco total return, there is a new king in the world of mutual funds and this one may say a lot about how bullish america is on the stock market. we'll talk about that. hash "time" magazine probletag twitter ipo more reasons for anyone thinking of getting in to think twice. and beating the bully at work, maybe you've heard this story it stems from a series of incidents involving the miami dolphins. the lineman is not on the field and now may be out of a job because of bullying allegations. how do you manage a situation when it gets out of hand at work? first, though, let's go to sue at the new york stock exc
. >> you know cisco into next week's report play it long into it. not there though. >> ecl i'm buying it going higher. >> steve weiss. >> stay short the bond market tbf long. >> joe. >> starbucks wants to go back up again. >> have a great day. "power" starts now. >> "halftime" is over and "power lunch" and the second half of the trading day starts right now. >> golly, that whistle was loud in my ear. going to...
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Apr 1, 2013
04/13
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. ♪ cisco. tomorrow starts here. you'd do that for me? really? yeah, i'd like that. who are you talking to? uh, it's jake from state farm. sounds like a really good deal. jake from state farm at three in the morning. who is this? it's jake from state farm. what are you wearing, jake from state farm? [ jake ] uh... khakis. she sounds hideous. well she's a guy, so... [ male announcer ] another reason more people stay with state farm. get to a better state. ♪ [ticking] >> hey, how's it going? >> ed foulke headed osha, the u.s. agency created to safeguard workplaces, from april 2006 to november 2008. in march 2008, he told congress that osha was on the case. >> we are doing the job. and we are getting to the places we need to get to. >> when we talked with foulke in 2008, he told us that some 50 of his 1,029 inspectors had extensive dust training. he says osha sends inspectors to companies with the greatest risk of a dust explosion. and it turns out there are a lot of those. you've identified 30,000 workplaces that are at risk. how many of those will you inspect over t
. ♪ cisco. tomorrow starts here. you'd do that for me? really? yeah, i'd like that. who are you talking to? uh, it's jake from state farm. sounds like a really good deal. jake from state farm at three in the morning. who is this? it's jake from state farm. what are you wearing, jake from state farm? [ jake ] uh... khakis. she sounds hideous. well she's a guy, so... [ male announcer ] another reason more people stay with state farm. get to a better state. ♪ [ticking] >> hey, how's it...
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Mar 1, 2013
03/13
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have built a wonderful executive team around me of ex members of amazon, of google, of sales force, cisco. really a world class management team. and i think we all come together to be the right mix for groupon. >> so no doubt that's why the stock is up on this announcement but maybe not up as much as a lot may have thought. 25% loss after that earnings. disaster. >> right. >> now hasn't come up by that much. they just don't know where they are going. >> we spent a lot of time quoting from the letter. no doubt andrew mason's good-bye letter was one of the more eccentric ones we have ever seen. let's go to seema for the twitter reaction. >> in the letter, mason says he is looking for a good fat camp to lose his groupon 40. twitter had fun with this one. straight to the tweets. joe says, if mason needs to look far good fat camp, he clearly doesn't subscribe to groupon. 25% of the offers are fitness or oriented. >> cue the reality show producers. >> and andrew mason tweets, okay, i'm good on the fat camp recommendations. you may stop. thank you. >> seema, that wasn't you, kate with that tweet
have built a wonderful executive team around me of ex members of amazon, of google, of sales force, cisco. really a world class management team. and i think we all come together to be the right mix for groupon. >> so no doubt that's why the stock is up on this announcement but maybe not up as much as a lot may have thought. 25% loss after that earnings. disaster. >> right. >> now hasn't come up by that much. they just don't know where they are going. >> we spent a lot of...
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Aug 15, 2013
08/13
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he said, look, when you look at cisco. he said heading into that conference calm, he was very optimistic about how tech spending was going. after he heard from you, he was a little less optimistic. why don't you tell us about what you see and you think the current environment is right now. >> sure, becky. if you look what we are seeing, we just announced our 10th quarter in a row record revenues. if we hit our expectations for the next quarter, you will continue to see that type of momentum. we also announced our 7th quarter in a row where profits grew faster than revenuesch delivering what we told the street we would do, gross margins in line. for the next quarter, actually the consensus is coming out, earnings per share, exactly where it was before the call. and the expectations on revenue is down like 110 million from $12 billion 461 down 110 million for that 1%, becky. now, there are a lot of things in the quarter that went very well. it's a very small adjustment. we also in terms of -- >> a small adjustment in terms o
he said, look, when you look at cisco. he said heading into that conference calm, he was very optimistic about how tech spending was going. after he heard from you, he was a little less optimistic. why don't you tell us about what you see and you think the current environment is right now. >> sure, becky. if you look what we are seeing, we just announced our 10th quarter in a row record revenues. if we hit our expectations for the next quarter, you will continue to see that type of...
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Aug 16, 2013
08/13
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the disappointing numbers from cisco. that's a tech company, and from the biggest retailer in the world, wal-mart. these two dow stocks were hammered, with cisco shedding $1.89, wal-mart losing 2.6%. it could have been bigger, dropping from $76 to $74. these inputs produced a lot of bad pin action for a host of stocks and industries. understandable since it looks like we are getting the penalty of the high interest rates in the stock market without the benefit of higher earnings estimates at the same time. we're cutting the estimates. that's a toxic brew. like swimming in the love canal or the gowanus, a super fund site. can i explain sisco or can you follow by pointing out the company actually did report a fantastic number. then they were attacked on an outlook too conservative for the stock's own good. i can put into context the layoffs they announced the company has been on an acquisition binge. you need to trim after doing those deals or you will have way too much middle management fat and by the way, may i just say,
the disappointing numbers from cisco. that's a tech company, and from the biggest retailer in the world, wal-mart. these two dow stocks were hammered, with cisco shedding $1.89, wal-mart losing 2.6%. it could have been bigger, dropping from $76 to $74. these inputs produced a lot of bad pin action for a host of stocks and industries. understandable since it looks like we are getting the penalty of the high interest rates in the stock market without the benefit of higher earnings estimates at...
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Mar 21, 2013
03/13
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jabil circuit, another loser after its forecasts were short of expectations and cisco lower on a downgrade. sue, back to you. >>> we're down 85 points now on the dow jones industrial average. perhaps some of that money is seeking the bond market. let's find out. rick santelli's tracking the action for us. hi, ricky. >> reporter: hi, sue. whether it's money coming out of stocks or just money from somewhere, it almost doesn't matter, and between the weakness in equities and early headlines out of cyprus, you see on the intraday chart, that established the session. we're basically down four basis points. right now 192 yield. should we close in this zone, it will be a two-week close. doesn't look like a positive formation if you're looking for yields to move higher. it's really exaggerated by looking at year to date, a boon. the boon right now, at a 56 basis point deficit to the treasuries. that's a wide spread. and the last two-day chart of the euro versus the dollar. should it break through 1.28.80, it could challenge the current four-month lows versus the greenback. sue, back to you. >> ric
jabil circuit, another loser after its forecasts were short of expectations and cisco lower on a downgrade. sue, back to you. >>> we're down 85 points now on the dow jones industrial average. perhaps some of that money is seeking the bond market. let's find out. rick santelli's tracking the action for us. hi, ricky. >> reporter: hi, sue. whether it's money coming out of stocks or just money from somewhere, it almost doesn't matter, and between the weakness in equities and early...
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Feb 12, 2013
02/13
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that's why at devry university, we're teaming up with companies like cisco to help make sure everyone is ready with the know-how we need for a new tomorrow. [ male announcer ] make sure america's ready. make sure you're ready. at devry.edu/knowhow. ♪ >>> i hope oxygen paid for that. don't look now. we are one strong rally away from new all-time highs for the dow jones industrial, 14,164 is the all-time high, closing high. we're at 14,038. if you smile just enough, simon, maybe it can happen today. >> they don't have to pay for it. it's called symphony, have you heard? one group that will be watching president obama's state of the union speech carefully are retirees. eamon is here with a few numbers to expect and some encouraging signs. >> hi, simon, it's bound to be one of the most scrutinized aspects of the speech, entitlements, social security, medicare, medicate weighed against the backdrop of what he said against his second inaugural address here in washington just a couple weeks ago. take a listen. >> the commitments we make to each other, through medicare and medicare and soci
that's why at devry university, we're teaming up with companies like cisco to help make sure everyone is ready with the know-how we need for a new tomorrow. [ male announcer ] make sure america's ready. make sure you're ready. at devry.edu/knowhow. ♪ >>> i hope oxygen paid for that. don't look now. we are one strong rally away from new all-time highs for the dow jones industrial, 14,164 is the all-time high, closing high. we're at 14,038. if you smile just enough, simon, maybe it can...
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Jan 21, 2013
01/13
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that's why at devry university, we're teaming up with companies like cisco to help make sure everyone is ready with the know-how we need for a new tomorrow. [ male announcer ] make sure america's ready. make sure you're ready. at devry.edu/knowhow. ♪ ♪ [ male announcer ] some day, your life will flash before your eyes. make it worth watching. introducing the 2013 lexus ls. an entirely new pursuit. let's say you pay your guy around 2% to manage your money. that's not much you think. except it's 2% every year. does that make a difference? search "cost of financial advisors" ouch. over time it really adds up. then go to e-trade and find out how much our advice costs. spoiler alert: it's low. really? yes, really. e-trade offers investment advice and guidance from dedicated, professional financial consultants. it's guidance on your terms, not ours. that's how our system works. e-trade. less for us. more for you. [ male announcer ] how do you turn an entrepreneur's dream... ♪ into a scooter that talks to the cloud? ♪ or turn 30-million artifacts... ♪ into a high-tech masterpiece?
that's why at devry university, we're teaming up with companies like cisco to help make sure everyone is ready with the know-how we need for a new tomorrow. [ male announcer ] make sure america's ready. make sure you're ready. at devry.edu/knowhow. ♪ ♪ [ male announcer ] some day, your life will flash before your eyes. make it worth watching. introducing the 2013 lexus ls. an entirely new pursuit. let's say you pay your guy around 2% to manage your money. that's not much you think. except...
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May 16, 2013
05/13
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cisco. tomorrow starts here. [ agent smith ] i've found software that intrigues me. it appears it's an agent of good. ♪ [ agent smith ] ge software connects patients to nurses to the right machines while dramatically reducing waiting time. [ telephone ringing ] now a waiting room is just a room. [ static warbles ] >>> time to address one of the most controversial stocks, a cross fire stock, a battlefield stock, in this market. i'm talking about cree, the l.e.d. lighting play that has been infuego over the last few years, rocking 78% higher just since the beginning of 2013. yesterday we had a pair of dueling analyst reports about cree. the guy who is cover the stock came out and downgraded from buy to neutral, cutting the price target from 66 to 59, roughly a buck below where the stock's trading right now. doesn't that just say sell, sell, sell? at the same time, literally one minute later, lazard, which already has cree rated as a buy comes out with a piece of o research where they raise their estimates and dramatically boost their price target, from 62 up to 73. i
cisco. tomorrow starts here. [ agent smith ] i've found software that intrigues me. it appears it's an agent of good. ♪ [ agent smith ] ge software connects patients to nurses to the right machines while dramatically reducing waiting time. [ telephone ringing ] now a waiting room is just a room. [ static warbles ] >>> time to address one of the most controversial stocks, a cross fire stock, a battlefield stock, in this market. i'm talking about cree, the l.e.d. lighting play that has...
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May 2, 2013
05/13
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cisco. tomorrow starts here. humans. we are beautifully imperfect creatures living in an imperfect world. that's why liberty mutual insurance has your back, offering exclusive products like optional better car replacement, where if your car is totaled, we give you the money to buy one a model year newer. call... and ask an insurance expert about all our benefits today, like our 24/7 support and service, because at liberty mutual insurance, we believe our customers do their best out there in the world, so we do everything we can to be there for them when they need us. plus, you could save hundreds when you switch, up to $423. call... today. liberty mutual insurance -- responsibility. what's your policy? >>> welcome back. finally today, my observation on confidence and the value of certainty. both are missing in business today. but why? there are so many positives out there. $3.6 trillion on balance sheets at last checked. earnings coming in largely better than expected. the financial system seems much stronger than any ti
cisco. tomorrow starts here. humans. we are beautifully imperfect creatures living in an imperfect world. that's why liberty mutual insurance has your back, offering exclusive products like optional better car replacement, where if your car is totaled, we give you the money to buy one a model year newer. call... and ask an insurance expert about all our benefits today, like our 24/7 support and service, because at liberty mutual insurance, we believe our customers do their best out there in the...
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Oct 31, 2013
10/13
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but, of course, it's a good listener too. [ female announcer ] today cisco is connecting the internet of everything. so everything works like never before. >>> revenues rose 60%. the company said nearly half of ad revenue now comes from mobile twices. facebook's stock jumped nearly 17% on that news but pulled back once the conference call began to end. and they ended down nearly flat. the cfo says they saw a decline in daily user activity, particularly amongst younger teams. he also said facebook doesn't expect to significantly increase the number of ads running in users' news feeds. revenue is up around 3% in this morning's trade. how much are they focusing on facebook? at a big tech event in dublin, we spoke to karen there yesterday. she's there for a second day. hi, karen. >> hi, ross. facebook is one of the big growth stories here in ireland. in fact, it's expanding just down the road its irish offices. so it is a huge name in technology here. but many start yaups, as well. double digits, about 13 odd percent. so getting a fast growing industry like technology up and running and g
but, of course, it's a good listener too. [ female announcer ] today cisco is connecting the internet of everything. so everything works like never before. >>> revenues rose 60%. the company said nearly half of ad revenue now comes from mobile twices. facebook's stock jumped nearly 17% on that news but pulled back once the conference call began to end. and they ended down nearly flat. the cfo says they saw a decline in daily user activity, particularly amongst younger teams. he also...
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Oct 30, 2013
10/13
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cisco. tomorrow starts here. [ male announcer ] when we built the cadillac ats from the ground up to be the world's best sport sedan... ♪ ...people noticed. ♪ the cadillac ats -- 2013 north american car of the year. lease this cadillac ats for around $299 per month with premium care maintenance included. the ocean gets warmer. the peruvian anchovy harvest suffers. it raises the price of fishmeal, cattle feed and beef. bny mellon turns insights like these into powerful investment strategies. for a university endowment. it funds a marine biologist... who studies the peruvian anchovy. invested in the world. bny mellon. >>> sales of the eye tan y'aita based eye wearmaker luxottica beat expectations. claudia, the u.s. is a big market for this eye wearmaker. what, in fact, have they had through the government shutdown and the stronger euro? >> well, actually, these two are very big issues luxottica is facing. they are the largest premium eyewear producer and distributor. they had a strong quar
cisco. tomorrow starts here. [ male announcer ] when we built the cadillac ats from the ground up to be the world's best sport sedan... ♪ ...people noticed. ♪ the cadillac ats -- 2013 north american car of the year. lease this cadillac ats for around $299 per month with premium care maintenance included. the ocean gets warmer. the peruvian anchovy harvest suffers. it raises the price of fishmeal, cattle feed and beef. bny mellon turns insights like these into powerful investment strategies....
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Dec 17, 2013
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but, of course, it's a good listener too. [ female announcer ] today cisco is connecting the internet of everything. so everything works like never before. >>> all right. i want to talk about a great american company, boeing, okay. got a gigantic buyback and huge increase in the dividend. this is what happens if you stay the course. how many people have been shaken out of boeing all the way from 68 to 138. why is that? because they spend too much time thinking small, worried about a fire here, a problem with a plane there. he's got you where you have to go, which is dramatically higher and boeing's not done yet. i like to say there's always a bull market somewhere. i promise to find it for you here on "mad money." i'm jim cramer and i'll see you tomorrow! a fast crowd of celebrity wannabes. >> accused of robbing some of hollywood's hottest young stars of jewelry and other items. >> narrator: and now they talk to "american greed." >> our culture in hollywood is extravagant. >> some people might strive to go to medical school. i guess in the l.a. area, young people strive to have rolex
but, of course, it's a good listener too. [ female announcer ] today cisco is connecting the internet of everything. so everything works like never before. >>> all right. i want to talk about a great american company, boeing, okay. got a gigantic buyback and huge increase in the dividend. this is what happens if you stay the course. how many people have been shaken out of boeing all the way from 68 to 138. why is that? because they spend too much time thinking small, worried about a...
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Oct 1, 2013
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but, of course, it's a good listener too. [ female announcer ] today cisco is connecting the internet of everything. so everything works like never before. [ female announcer ] today cisco is connecting the internet of everything. the california teachers association. 150 years of making a difference that lasts a lifetime. >>> as of today health insurance marketplaces are open in every state with enrollment beginning in health insurance exchanges, not without a lot of confusion, though. bertha is here. hi, bertha. >> we are at the new york state of health, some 300 people are manning stations. they just finished a press conference. officials are going to walk around. they've been open since 8:00 a.m. here in morning. so-called here in new york so good. they haven't had any hiccups then. a different story in maryland. the director in maryland saying they are having connectivity issues. they are apologizing for those issues and they hope to have them resolved by noon today. ibm is the lead contractor in building that exchange. we may want to watch that today. here in new jersey computer
but, of course, it's a good listener too. [ female announcer ] today cisco is connecting the internet of everything. so everything works like never before. [ female announcer ] today cisco is connecting the internet of everything. the california teachers association. 150 years of making a difference that lasts a lifetime. >>> as of today health insurance marketplaces are open in every state with enrollment beginning in health insurance exchanges, not without a lot of confusion, though....
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Sep 13, 2013
09/13
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i mean, these are some old companies, cisco, intel, oracle, my goodness, they've been around so long, i don't know. look at netflix. netflix is a great story. it's a great growth story. when it's been hot, it's been absolutely on fire. and when the story gets punctured, it's huge volatility. a great example. good company. people who invested and hung on made a lot of money, and people who tried to trade it, had multiple chances to get burned in either direction. >> kevin, good to talk to you. thank you for coming on. >> thank you. >> tied up on the desk. social media trades, best one now is -- >> twitter. i think it will be a huge blockbuster. i said facebook was overhyped. i think this is underhyped. pete bringing up the point, it's about mobile. they figured out how to monetize mobile. they don't need a strategy midstream to tell the market, like facebook did, how we're going to monetize the mobile. they're not going to have to spend on the desktop. they're actually, i believe, more friendly, from a platform standpoint, in the mobile space itself. i think it's coming out cheaper. i
i mean, these are some old companies, cisco, intel, oracle, my goodness, they've been around so long, i don't know. look at netflix. netflix is a great story. it's a great growth story. when it's been hot, it's been absolutely on fire. and when the story gets punctured, it's huge volatility. a great example. good company. people who invested and hung on made a lot of money, and people who tried to trade it, had multiple chances to get burned in either direction. >> kevin, good to talk to...
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Oct 15, 2013
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but, of course, it's a good listener too. [ female announcer ] today cisco is connecting the internet of everything. so everything works like never before. >>> sfi group is forecast to earn $1.04 a share versus 1.02 a year ago. that's a revenue of $18.7 billion. citigroup's earnings come near a year to the day mike culbert took over as ceo. the stock is up around 40% in the last year. joining us from boston this morning is john butler. john, very good morning to you. what are you looking to hear from citi? well, as you mentioned, ross, citigroup, the estimate is for $1.04 a share. we have it versus $1.06 a year ago. so looking for a slight decline. citigroup is part of the financial sector which is expecting the second is weakest earnings growth overall of the ten sectors in the s&p 500. it's expecting a decline of 3.5%. and so this will be a big week for financials. we hear from a number of companies this week and get a better feel for how those numbers might change. >> you talk about the weakness in financials. how much of that is down to jpmorgan? >> right. well, we saw the decline
but, of course, it's a good listener too. [ female announcer ] today cisco is connecting the internet of everything. so everything works like never before. >>> sfi group is forecast to earn $1.04 a share versus 1.02 a year ago. that's a revenue of $18.7 billion. citigroup's earnings come near a year to the day mike culbert took over as ceo. the stock is up around 40% in the last year. joining us from boston this morning is john butler. john, very good morning to you. what are you...
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Apr 17, 2013
04/13
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cisco. sandy lerner will be on cnbc. we're down almost triple digits and have we broken the bull run? jeff will be here to talk about that and grab the popcorn, two of the co-directors of the bernie madoff documentiry. oh, yes, that will also be here in the next hour of "squawk on the street." [ male announcer ] there are people who find their own path. and never back down. who believe the american dream doesn't just happen, it's something you have to work for. ♪ we're for those kinds of people. because we're that kind of airline. and we never stop looking for a better way. it's how we've grown into america's largest domestic airline. we are southwest. welcome aboard. [ construction sounds ] ♪ [ watch ticking ] [ engine revs ] come in. ♪ got the coffee. that was fast. we're outta here. ♪ [ engine revs ] ♪ at bny mellon, our business is investments. managing them, moving them, making them work. we oversee 20% of the world's financial assets. and that gives us scale and insight no on
cisco. sandy lerner will be on cnbc. we're down almost triple digits and have we broken the bull run? jeff will be here to talk about that and grab the popcorn, two of the co-directors of the bernie madoff documentiry. oh, yes, that will also be here in the next hour of "squawk on the street." [ male announcer ] there are people who find their own path. and never back down. who believe the american dream doesn't just happen, it's something you have to work for. ♪ we're for those...
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Dec 11, 2013
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outright sell on cisco and a buy on alcatel and nokia. they were supposed to be left for dead and cisco was supposed to be the end-to-end solution, all things internet solution. this is directly saying cisco's lost its way. >> and the fact that the other syy went up 20% on the deal -- >> two roads. >> is this the first of many analysts to come that are going to give up on this thing? >> i think people are starting to recognize there's a problem in management. when i went out to dream force, they're still revering cisco. but the analysts have had it with the high buybacks, they've had it with don't worry we're not losing any router business. the analysts are giving up and this is a company that was the biggest darling. it reminds me of microsoft during the swoon. we all have microsoft now, we hate it. cisco is becoming a hated stock. management change. that's in the air. that's what they want. he's not going anywhere, chambers. >> you've been talking about that. you have not been unguarded at all. >> no, and herb greenberg on street side t
outright sell on cisco and a buy on alcatel and nokia. they were supposed to be left for dead and cisco was supposed to be the end-to-end solution, all things internet solution. this is directly saying cisco's lost its way. >> and the fact that the other syy went up 20% on the deal -- >> two roads. >> is this the first of many analysts to come that are going to give up on this thing? >> i think people are starting to recognize there's a problem in management. when i went...
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Dec 9, 2013
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staying in the food group, cisco shares soaring hit a new 52-week high, up 11.3%. the company buying u.s. foods from a group of private equity firms for $3.5 billion. >>> and disney striking a deal with paramount pictures for marketing and distribution rights to any future indiana jones movies. paramount a un it in of viacom will remain distribution rights to the first four films. >> paramount has been a strong performer for viacom which our next guest can tell us about. philippe dauman the ceo of viacom joining us live from the ubs media conference with david faber. hi, david. >> hey, tyler. thanks for that. appreciate it. as you said, philippe dauman joins us now. they were talking about pair a mount but it's the cable networks that power viacom. i would love to start there if i can. you were talking in your presentation which i was able to attend a lot about apps. one doesn't necessarily associate apps with a company like viacom but these seems to be proliferating. what is the strategy with introducing various apps for your various networks? >> well david, we wa
staying in the food group, cisco shares soaring hit a new 52-week high, up 11.3%. the company buying u.s. foods from a group of private equity firms for $3.5 billion. >>> and disney striking a deal with paramount pictures for marketing and distribution rights to any future indiana jones movies. paramount a un it in of viacom will remain distribution rights to the first four films. >> paramount has been a strong performer for viacom which our next guest can tell us about. philippe...
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Jun 17, 2013
06/13
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take a look at cisco, closing at its highest level in nearly three years. this ahead of an annual conference call scheduled for tomorrow hosted by deutsch bank about his highest strategy. and sony announces its new gaming special. they are nearly sold out on line before it comes out. take a look at this beauty of a share. shares of viropharma with suggests that they're attracting political interest from former companies about buying it. shares have retreated a little bit but still up almost 6.5% on the session. maria? >> thanks, courtney. we have now had five straight trading gains in digital moves. traders have been busy over those days but investors probably haven't felt much. if you add it all up, we've lost only about 60 points in the dow industrial average in these wild trading sessions. and peter schiff of european capital says choppy waters are ahead. ken, let me start with you, because you wrote a report that long-term uptrend is still intact. what's the basis for that? why do you think it's still intact? >> we still have higher highs and higher low
take a look at cisco, closing at its highest level in nearly three years. this ahead of an annual conference call scheduled for tomorrow hosted by deutsch bank about his highest strategy. and sony announces its new gaming special. they are nearly sold out on line before it comes out. take a look at this beauty of a share. shares of viropharma with suggests that they're attracting political interest from former companies about buying it. shares have retreated a little bit but still up almost...
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Jul 15, 2013
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. ♪ cisco. tomorrow starts here. >> how did a bakery in yonkers, new york, end up not only making cakes for the rich and famous but also supporting the poor and the disenfranchised? the greyston bakery is a social experiment that started more than 25 years ago with a goal of employing the chronically unemployed, getting them off the streets and back into the workforce. not only that. the profits from the bakery are used to help fund daycare centers, health clinics, and counseling services. as bob simon reported in 2004, the greyston bakery has become a role model for companies that want to inject some social activism into their business. >> the greyston bakery is located in an old building in the section of yonkers where the well-heeled do not walk, where inside a few cramped rooms, the bakers make gourmet cakes which are served at the finest restaurants--cheesecakes, chocolate cakes, mousse cakes. they also back wedding cakes and cakes which have been served at the white house. it's a $5 millio
. ♪ cisco. tomorrow starts here. >> how did a bakery in yonkers, new york, end up not only making cakes for the rich and famous but also supporting the poor and the disenfranchised? the greyston bakery is a social experiment that started more than 25 years ago with a goal of employing the chronically unemployed, getting them off the streets and back into the workforce. not only that. the profits from the bakery are used to help fund daycare centers, health clinics, and counseling...
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Jul 15, 2013
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but, of course, it's a good listener too. [ female announcer ] today cisco is connecting the internet of everything. so everything works like never before. [ male announcer ] you wait all year for summer. ♪ this summer was definitely worth the wait. ♪ summer's best event from cadillac. let summer try and pass you by. lease this cadillac srx for around $369 per month or purchase for 0% apr for 60 months. come in now for the best offers of the model year. in today's yahoo! question we asked you does it bother you some brick and mortar stores are now tracking your physical moves. 48% yes, it's an invasion of privacy. 17% say no, it's worth the deals. 35% say there should be limits on what they can track. so what's the most valuable sports team in the world? according to "forbes" it's the spanish soccer giant real madrid valued at $3.3 billion. in second place, manchester united which is, of course, owned by the glazer family, and in third place, yet another soccer team, real madrid's arch rival barcelona. where are the new york yankees, i hear you say. well, they came in number four,
but, of course, it's a good listener too. [ female announcer ] today cisco is connecting the internet of everything. so everything works like never before. [ male announcer ] you wait all year for summer. ♪ this summer was definitely worth the wait. ♪ summer's best event from cadillac. let summer try and pass you by. lease this cadillac srx for around $369 per month or purchase for 0% apr for 60 months. come in now for the best offers of the model year. in today's yahoo! question we asked...
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Mar 20, 2013
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is down .8% right now. >> goldman on this anti-juniper pro-cisco bandwagon and doesn't show signs of letting up. >> a blackberry. blackberry is up 6 1/3%. >> how do you like that? >> blackberry, bed bath and best buy. >> the three bs. >> brahms, beethoven and bach. >> not bad equals the new good. >> i knew someone would have to mention it. >> i try not to. >> will you stay focused? >> geez. >> wow! apple. >> okay. apple. i hope they return capital and wish they had more growth. general mills. how about this one? some people say the top line wasn't so great. ken palo tonight and that is a dividend aristocrat. it's a dividend monster. we might have to do a bull/bear. >> look at what the stock's done, right? 21% over the past year? >> how can you not love a cereal company that you can sleep at night with, of course, they have many other brands that keeps raising the dividend. this is the market at large. the united states bank of general mills is unbelievable, right? no medicare problems. >> we'll have a debate and then you can tell the ceo tonight who won the debate about his stock. >>
is down .8% right now. >> goldman on this anti-juniper pro-cisco bandwagon and doesn't show signs of letting up. >> a blackberry. blackberry is up 6 1/3%. >> how do you like that? >> blackberry, bed bath and best buy. >> the three bs. >> brahms, beethoven and bach. >> not bad equals the new good. >> i knew someone would have to mention it. >> i try not to. >> will you stay focused? >> geez. >> wow! apple. >> okay....
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Oct 4, 2013
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but, of course, it's a good listener too. [ female announcer ] today cisco is connecting the internet of everything. so everything works like never before. ♪ i got to testify, come up looking extra fly ♪ >>> twitter is in focus this morning after unveil be its ipo details in an s-1 yesterday. it's been a busy week for the ipo market in general and a pretty good year. let's get more from david menlo. you and i have been talking for more than i care to say but you're holding up well. >> for 92, it's great. >> it's back in business, you're back in business. let's talk twitter. what did you glean from the s-1? >> i think a lot of the media, obviously not cnbc, has the wrong take on the stock. it's not going to be a billion dollar worth of stock. if you take a look at potbelly this morning, they had a 40% expansion from what they originally thought they were going to bring in size for the filing until they actually came public this morning. so it's going to be a lot more. and also the amount of shares outstanding is being completely misred. it says 470 -- >> i was looking at that, too,
but, of course, it's a good listener too. [ female announcer ] today cisco is connecting the internet of everything. so everything works like never before. ♪ i got to testify, come up looking extra fly ♪ >>> twitter is in focus this morning after unveil be its ipo details in an s-1 yesterday. it's been a busy week for the ipo market in general and a pretty good year. let's get more from david menlo. you and i have been talking for more than i care to say but you're holding up well....
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Dec 2, 2013
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but, of course, it's a good listener too. [ female announcer ] today cisco is connecting the internet of everything. so everything works like never before. you'reuncer: >> announcer: you're watching "worldwide exchange." >>> israel's finance minister says repairing his country's economy will be hemmed by a better split in the regions it trades with. hadley has been there exclusively. hadley? >> reporter: good morning, ross. so basically it's been a pretty tough nine months for pierre lapede. many said he wanted the foreign affairs portfolio. he was given the finance portfolio. some rough times for the finance minister. had he to raise taxes in order to cut the $11 billion deficit. raising taxes is not something that's designed to make you very popular as well as cutting government spending. i spoke with the finance minister and he's pretty b buoyant. the public outcry on that, people are pretty pleased. i did ask him, is this just kicking the can down the road. take a listen. >> we have to reduce government expenses in a way that will not hurt all the services we want to give to the g
but, of course, it's a good listener too. [ female announcer ] today cisco is connecting the internet of everything. so everything works like never before. you'reuncer: >> announcer: you're watching "worldwide exchange." >>> israel's finance minister says repairing his country's economy will be hemmed by a better split in the regions it trades with. hadley has been there exclusively. hadley? >> reporter: good morning, ross. so basically it's been a pretty tough...
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Feb 21, 2013
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cisco, not the cisco networking but syy, has also not been able to get out of its own way. ? great tell, chicken wings are cheaper. >> by the way, buffalo wild wings, you have talked to sally many times, we have, the ceo at bwld, do you think an adverse impact if mcdonald's -- even if it had the effect only of raising chicken wing prices? >> yeah, i do. i don't -- i never want to go against mcdonald's. i think mcdonald's has a -- is a -- i defer to you you a technology story. they seem to -- when they go in, they tend to be pretty good tasting you. >> an engineering -- an engineering company is what it is, kitchen engineering, spoken to people about the wings, very hot on them exwon't comment on the national rollout rumors but clearly, the tests in chicago and a couple of other cities were good. >> very successful. >> think about dominos, when they -- when pad wa came in and said the taste is bad of our pizza and going to reinvent it, do a lot of technology, then that stock went from -- if i were buffalo wild wings, it would be whistling past the graveyard. >> some said the f
cisco, not the cisco networking but syy, has also not been able to get out of its own way. ? great tell, chicken wings are cheaper. >> by the way, buffalo wild wings, you have talked to sally many times, we have, the ceo at bwld, do you think an adverse impact if mcdonald's -- even if it had the effect only of raising chicken wing prices? >> yeah, i do. i don't -- i never want to go against mcdonald's. i think mcdonald's has a -- is a -- i defer to you you a technology story. they...
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Jun 14, 2013
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cisco. tomorrow starts here. [ agent smith ] i've found software that intrigues me. it appears it's an agent of good. ♪ [ agent smith ] ge software connects patients to nurses to the right machines while dramatically reducing waiting time. [ telephone ringing ] now a waiting room is just a room. [ static warbles ] in that time there've been some good days. and some difficult ones. but, through it all we've persevered, supporting some of the biggest ideas in modern history. so why should our history matter to you? because for more than two centuries, we've been helping ideas move from ambition to achievement. ♪ and the next great idea could be yours. ♪ >>> all right. as far as u.s. marketings are concerned today, we are calm ec to open a little higher after gains yesterday. the s&p 500 just implied fairly flat. nasdaq called up one. meanwhile the u.s. is checking in as home of the luxury hotel. 75% of luxury hotel chains are based state side. u.s. consumers report the highest interest in the sector according to the digital luxury group world luxury index. good n
cisco. tomorrow starts here. [ agent smith ] i've found software that intrigues me. it appears it's an agent of good. ♪ [ agent smith ] ge software connects patients to nurses to the right machines while dramatically reducing waiting time. [ telephone ringing ] now a waiting room is just a room. [ static warbles ] in that time there've been some good days. and some difficult ones. but, through it all we've persevered, supporting some of the biggest ideas in modern history. so why should our...
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Aug 22, 2013
08/13
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but, of course, it's a good listener too. [ female announcer ] today cisco is connecting the internet of everything. so everything works like never before. [ female announcer ] today cisco is connecting the internet of everything. this man is about to be the millionth customer. would you mind if i go ahead of you? instead we had someone go ahead of him and win fifty thousand dollars. congratulations you are our one millionth customer. nobody likes to miss out. that's why ally treats all their customers the same. whether you're the first or the millionth. if your bank doesn't think you're special anymore, you need an ally. ally bank. your money needs an ally. >>> trying to recover from the six-day losing streak. looking at relatively positive earnings here. watch the ten year getting close to 3%. last time that happened intraday was july 27th, 2011. opening bell just minutes away. a talking car. but i'll tell you what impresses me. a talking train. this ge locomotive can tell you exactly where it is, what it's carrying, while using less fuel. delivering whatever the world needs, when i
but, of course, it's a good listener too. [ female announcer ] today cisco is connecting the internet of everything. so everything works like never before. [ female announcer ] today cisco is connecting the internet of everything. this man is about to be the millionth customer. would you mind if i go ahead of you? instead we had someone go ahead of him and win fifty thousand dollars. congratulations you are our one millionth customer. nobody likes to miss out. that's why ally treats all their...
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Oct 28, 2013
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but, of course, it's a good listener too. [ female announcer ] today cisco is connecting the internet of everything. so everything works like never before. [ female announcer ] today cisco is connecting the internet of everything. maestro of project management. baron of the build-out. you need a permit... to be this awesome. and you...rent from national. because only national lets you choose any car in the aisle... and go. you can even take a full-size or above, and still pay the mid-size price. (aaron) purrrfect. (vo) meee-ow, business pro. meee-ow. go national. go like a pro. >>> welcome back, everybody. in our headlines, the prankster comedy "bad grandpa" won the week box office. after three weeks in first place, "gravity" slipped to the number two slot. >> what do you want me to do about it? >> yeah, there it is. >>> when we come back, we'll talk about your tools of the trade. we'll find out what investors will be watching as we get ready to kick off another week. "squawk box" will be right back. [ male announcer ] at optionsxpress, our clients really appreciate our powerful, easy
but, of course, it's a good listener too. [ female announcer ] today cisco is connecting the internet of everything. so everything works like never before. [ female announcer ] today cisco is connecting the internet of everything. maestro of project management. baron of the build-out. you need a permit... to be this awesome. and you...rent from national. because only national lets you choose any car in the aisle... and go. you can even take a full-size or above, and still pay the mid-size...
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Dec 5, 2013
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names that made that list include tech players intel with a yield of 3.3% and cisco with 3.2%. although after their latest earnings report, analysts have been cautious on this name. and in the health care space, pfizer and eli lilly offer a dividend yield that's higher than the ten-year. both of these stocks are lagging the s&p 500 this year. now, out of the two, damian conover says eli lilly has more upside. he says the main drivers include its insulin franchise and its animal health business. analysts also excited about lilly's promising alzheimer's drug which is in development. so soon, tyler, as rates rise, it could create a more competitive environment for these high-yielding dividend stocks. >> i'm sure it will. thank you, seema. >>> well, today marks the anniversary of alan greenspan's famous irrational exuberance warning to the markets. >> how do we know when irrational exuberance has unduly escalated asset values which then become subject to unexpected and prolonged contractions? >> ah, so 17 years later, as stocks sit as record highs, which companies could be sufferin
names that made that list include tech players intel with a yield of 3.3% and cisco with 3.2%. although after their latest earnings report, analysts have been cautious on this name. and in the health care space, pfizer and eli lilly offer a dividend yield that's higher than the ten-year. both of these stocks are lagging the s&p 500 this year. now, out of the two, damian conover says eli lilly has more upside. he says the main drivers include its insulin franchise and its animal health...
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Dec 13, 2013
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the fact is cisco's a challenged company right now and other people are taking share. i think that's okay to say. it's not necessarily wrong. at one point nortell was taking share and fell apart. >> nortel fell apart, that's putting it mildly. there was fraud, there was competition from wahway, concerns about espionage. let's go to the bond pit and check in with rick santelli. mr. santelli. >> if we look at a chart of the 10-year, a little volatility on the ppi data, which was very benign. the long and short of it is we're down a couple of beeps on a 10 versus yesterday, basically unchanged on the week. but if you look at the middle part of the curve around the five-year, it's unchanged on the day and up several basis points on the week. as you look at a longer term chart of 10s, you can clearly see a defined direction. if you look at the spread over a couple days, it's easing off a bit. if you looked at 5s and 30s, you'd see the same thing. that ladder is hovering over a month tight in terms of the tightening for flattening of the yield curve, something to pay ai tens
the fact is cisco's a challenged company right now and other people are taking share. i think that's okay to say. it's not necessarily wrong. at one point nortell was taking share and fell apart. >> nortel fell apart, that's putting it mildly. there was fraud, there was competition from wahway, concerns about espionage. let's go to the bond pit and check in with rick santelli. mr. santelli. >> if we look at a chart of the 10-year, a little volatility on the ppi data, which was very...
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Nov 5, 2013
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so everyone goes home happy. [ female announcer ] today, cisco is connecting ti'm bethand i'm michelle.. and we own the paper cottage. it's a stationery and gifts store. anything we purchase for the paper cottage goes on our ink card. so you can manage your business expenses and access them online instantly with the game changing app from ink. we didn't get into business to spend time managing receipts, that's why we have ink. we like being in business because we like being creative, we like interacting with people. so you have time to focus on the things you love. ink from chase. so you can. peace of mind is important when you're running a successful business. so we provide it services you can rely on. with centurylink as your trusted it partner, you'll experience reliable uptime for the network and services you depend on. multi-layered security solutions keep your information safe, and secure. and responsive dedicated support meets your needs, and eases your mind. centurylink. your link to what's next. (announcer) scottrade knows our and invest their own way. with scottrade's smart t
so everyone goes home happy. [ female announcer ] today, cisco is connecting ti'm bethand i'm michelle.. and we own the paper cottage. it's a stationery and gifts store. anything we purchase for the paper cottage goes on our ink card. so you can manage your business expenses and access them online instantly with the game changing app from ink. we didn't get into business to spend time managing receipts, that's why we have ink. we like being in business because we like being creative, we like...
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Feb 11, 2013
02/13
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a big week is ahead as carl mentioned with earnings from coke, cisco, gm, whole foods and michael kors. >> nemo, watch the impact on business, ford at least said it should not have a major impact on february sales. >> the world is reacting to pope benedict's announcement that he will step down at the end of the month citing his advanced age. he's the first pope to resign in almost six centuries. >>> dell defends the buyout in an s.e.c. filing. they said the deal spearheaded by michael dell and private equity firm silver lake partners offers the best value for shareholders. three more of dell's largest investors are joining southeastern asset management. they believe the deal undervalues the company. david, we had this discussion on day one. it's been a while since it's seen $20. but it seems that's what they want. >> the buy outprice could make you to hope in some way you can at least get back to even. >> always bit a risk when you do a deal. even as it may be for a company that is facing challenging times, that is below the 52-week high. we knew it would likely be at that level. my re
a big week is ahead as carl mentioned with earnings from coke, cisco, gm, whole foods and michael kors. >> nemo, watch the impact on business, ford at least said it should not have a major impact on february sales. >> the world is reacting to pope benedict's announcement that he will step down at the end of the month citing his advanced age. he's the first pope to resign in almost six centuries. >>> dell defends the buyout in an s.e.c. filing. they said the deal spearheaded...
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but, of course, it's a good listener too. [ female announcer ] today cisco is connecting the internet of everything. so everything works like never before. >>> global equities try to break their skreek of bad luck this week. investors shouldn't fear black cats or broken mirrors. historically, stocks move higher on friday the 13th. >>> gm has sold its stakes in peugeot citron. >>> the ceo of the london insurer quit, it has issued another profit warning. investors have been told to expect a hit to the dividend. which ireland is now poised to become the first country to exit a bailout program. but is that cause for cheer or some concern? the finance minister tells cnbc it's the right time. >> it's a great sense of achievement of having achieved a task that i set out to do almost three years ago now. >> welcome. you're watching cnbc's "worldwide exchange." we're half an hour into the show today. that is our scribed vision of "worldwide exchange." fernanda is here. are you all right? doing all right? >> good. >> yes, okay. we've got the latest discussion these already up. should u.s. inves
but, of course, it's a good listener too. [ female announcer ] today cisco is connecting the internet of everything. so everything works like never before. >>> global equities try to break their skreek of bad luck this week. investors shouldn't fear black cats or broken mirrors. historically, stocks move higher on friday the 13th. >>> gm has sold its stakes in peugeot citron. >>> the ceo of the london insurer quit, it has issued another profit warning. investors have...
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Oct 16, 2013
10/13
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but, of course, it's a good listener too. [ female announcer ] today cisco is connecting the internet of everything. so everything works like never before. >>> the clock is ticking on the debt ceiling deadline. u.s. lawmaker res taking america to the brink of default. >>> european stocks mostly down today. but apple's reportedly trying to cut orders as well for the cheaper 5c model raising doubts about its smartphone strategy. we'll get into apple fairly shortly. meanwhile, other tech companies have been speaking. yahoo! reported a mixed bag results, third quarter earnings beat but the company's fourth quarter outlook disappointed. josh has more from silicone valley. >> yahoo! reported .met expectations for the third quarter. the internet giant earned 34 cents a share on revenue, excludeing traffic, acquisition costs and 1.08 billion. that was in line with what the street had forecast. marissa mayer suggested there are 1 million users on yahoo! up 20% or so over the past 15 months. still, display revenue was down 1.7%. the number of ads was up. as for search revenue, minus traffic abd
but, of course, it's a good listener too. [ female announcer ] today cisco is connecting the internet of everything. so everything works like never before. >>> the clock is ticking on the debt ceiling deadline. u.s. lawmaker res taking america to the brink of default. >>> european stocks mostly down today. but apple's reportedly trying to cut orders as well for the cheaper 5c model raising doubts about its smartphone strategy. we'll get into apple fairly shortly. meanwhile,...
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Oct 28, 2013
10/13
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but, of course, it's a good listener too. [ female announcer ] today cisco is connecting the internet of everything. so everything works like never before. [ male announcer ] staying warm and dry has never been our priority. our priority is, was and always will be serving you, the american people. so we improved priority mail flat rate to give you a more reliable way to ship. now with tracking up to eleven scans, specified delivery dates, and free insurance up to $50 all for the same low rate. [ woman ] we are the united states postal service. [ man ] we are the united states postal service. [ male announcer ] and our priority is you. go to usps.com® and try it today. >>> welcome back to "squawk on the street." the dow and s&p extending their weekly winning streak to three. dow within 1% of a record as we continue to look forward to a fed meeting this week. apple earnings tonight, a lot of econ data as you know. we are going to have that poll on friday morning. there is not going to be a jobs report until the following week. plenty to keep us busy. >> what is really interesting is ho
but, of course, it's a good listener too. [ female announcer ] today cisco is connecting the internet of everything. so everything works like never before. [ male announcer ] staying warm and dry has never been our priority. our priority is, was and always will be serving you, the american people. so we improved priority mail flat rate to give you a more reliable way to ship. now with tracking up to eleven scans, specified delivery dates, and free insurance up to $50 all for the same low rate....
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Mar 1, 2013
03/13
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think about a cisco, david's interview with hewlett-packard. can you imagine if meg whitman begins to get it together? that stock has been a terrible dip. so i guess i'm saying that -- [ bell ringing ] >> there's the opening bell. council of foreign relations celebrating their anniversary. and at the nasdaq. a couple of names they've not gotten to yet. >> up by 9%. fourth quarter beat first quarter guidance. but it wasn't as bad as feared. also keep in mind that there's a huge shortage risk in the stock. 39% of shares outstanding or short. this 9% move is partially exacerbated by this cover. what a move on this stock. >> inventories are lean. >> yes. >> people wanted to see that. they're not long a lot of uggs. i still believe, and i will say it again, that eric weissman will one day look at the trend and say that i want it, in the same he wanted timberland. i know this company used to trade north of $100, gets uggs back together, because it was a couple of bad years, that that brand has some staying power. i really believe that. >> we mentione
think about a cisco, david's interview with hewlett-packard. can you imagine if meg whitman begins to get it together? that stock has been a terrible dip. so i guess i'm saying that -- [ bell ringing ] >> there's the opening bell. council of foreign relations celebrating their anniversary. and at the nasdaq. a couple of names they've not gotten to yet. >> up by 9%. fourth quarter beat first quarter guidance. but it wasn't as bad as feared. also keep in mind that there's a huge...
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Feb 19, 2013
02/13
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cisco showed state and local government spending perking up a bit, which is dell's sweet spot. on the enterprising side, dell will need help from its storage group. what's the appropriate vibe when the founder is trying to take you private? if you're too gloomy, investors will accuse you of trying to bring up the stock. >> it's going to be fascinating to watch. thank, jon. want to get more insight on what to expect tonight from david katz. david, good to see you. >> thank you. >> you think a deal does get down but maybe not at this price? >> that's correct. we think michael dell is the best buyer but we think he's got to up the price. you've gotten a lot of shareholder resistance. a 20-plus value, we don't think that is going to get paid for. we think you probably have to get the price up to 14 1/2, 14 3/4 to get the majority of share holders to buy into this. >> for that sweetener you credit whom? >> southeastern and some of the large value shareholders who are putting pressure that this price is much, much too low has emb e emboldened others to step up. they are paying six ti
cisco showed state and local government spending perking up a bit, which is dell's sweet spot. on the enterprising side, dell will need help from its storage group. what's the appropriate vibe when the founder is trying to take you private? if you're too gloomy, investors will accuse you of trying to bring up the stock. >> it's going to be fascinating to watch. thank, jon. want to get more insight on what to expect tonight from david katz. david, good to see you. >> thank you....
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May 29, 2013
05/13
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cisco's challenge follows the european commission's approval of that deal back in 2011. microsoft was not required to make any concessions for buying the internet, video and voice messaging company which cisco argues has given microsoft an unfair advantage. >>> the markets this morning as we mentioned, the futures are considerably weaker. if you've been looking at oil prices, they have come down slightly too. down about 48 cents to 94.53. opec says it will need to pump more oil than previously thought to balance the market in 2015 and expects global consumption to be much higher for this year. the ten-year note, the yield at this point, 2.133%, that yield has dropped slightly from yesterday when it reached the highest level that it's seen since april of 2012. the dollar is weaker this morning. it's down across the board. right now the euro's at 1.2966, gold prices have been slightly weaker. actually, they've turned around. at this point, up by about $10. >>> and our next guest really needs no introduction, but he's making his first "squawk" guest hosting appearance since
cisco's challenge follows the european commission's approval of that deal back in 2011. microsoft was not required to make any concessions for buying the internet, video and voice messaging company which cisco argues has given microsoft an unfair advantage. >>> the markets this morning as we mentioned, the futures are considerably weaker. if you've been looking at oil prices, they have come down slightly too. down about 48 cents to 94.53. opec says it will need to pump more oil than...
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Dec 31, 2013
12/13
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cisco's talked about it, others. number two, federal spending im paktsds. and i think the third area is just a lot of uncertainty at customers over how to implement some new technologies including soft ware defined data center technologies. i think it's a lot of different forces have come to work. overall, i don't think i.t. spending has been great this year as well. so ibm is impacted by all those. >> we're holding out for a recovery in the emerging markets and some of the other items you mentioned but specifically in terms of cloud because ibm would be quick to point out that's the area of business they have the most hope for. revenues in the cloud were a billion dollars in the last quarter but sales slumped overall. at what point will this offset at any rate the decline in sale seen in other parts of the business? >> i think the sales cycle bottoms in the december quarter. down 8% year over year. and i think you'll see an acceleration moving to the end of 2014. so i think december quarter will be the low point in terms of year over year change in sales.
cisco's talked about it, others. number two, federal spending im paktsds. and i think the third area is just a lot of uncertainty at customers over how to implement some new technologies including soft ware defined data center technologies. i think it's a lot of different forces have come to work. overall, i don't think i.t. spending has been great this year as well. so ibm is impacted by all those. >> we're holding out for a recovery in the emerging markets and some of the other items...
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Oct 29, 2013
10/13
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but, of course, it's a good listener too. [ female announcer ] today cisco is connecting the internet of everything. so everything works like never before. [ female announcer ] today cisco is connecting the internet of everything. in a we believe outshining the competition tomorrow requires challenging your business inside and out today. at cognizant, we help forward-looking companies run better and run different - to give your customers every reason to keep looking for you. so if you're ready to see opportunities and see them through, we say: let's get to work. because the future belongs to those who challenge the present. >>> welcome back to "squawk on the street." we're going to have an august business inventory and october consumer confidence from the conference out momentarily. and the survey says august business inventories increased at a rate of 0.3%, which is exactly as expected. maybe more appropriate, october read on consumer confidence is 71.2. that's a far cry from the 75 expected and consider that in june we were at the best level at 82.1 since january of '08, we're ten p
but, of course, it's a good listener too. [ female announcer ] today cisco is connecting the internet of everything. so everything works like never before. [ female announcer ] today cisco is connecting the internet of everything. in a we believe outshining the competition tomorrow requires challenging your business inside and out today. at cognizant, we help forward-looking companies run better and run different - to give your customers every reason to keep looking for you. so if you're ready...
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May 21, 2013
05/13
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cisco is a great corporation. apple. just bashing them -- carl levin, he demagogues. >> mccain said the same thing. >> i know. demagogue and politician go hand in hand, right? do something about it. listen to this man. this man is a wonderful american here. you're not going to run for anything? >> well, you can serve the public without being an elected official. >> but you are when you come on here. instead of just -- the easiest thing and the knee jerk thing is to do what we're doing instead -- >> instead of addressing a larger problem. >> people love bashing corporations. then change it. make sure it's a win-win or everyone. >> i'm agreeing with you. >> you always say that but i don't feel it. >> i'm heading to the la-la land of the east, washington, d.c. >> thanks for coming on today. >> pleasure. >> when we come back, new york city controller john liu. >>> and we have a special cnbc cfo council presentation. ups and many other companies will join us at 8:15 eastern to talk business and the global markets. 8:30, the c
cisco is a great corporation. apple. just bashing them -- carl levin, he demagogues. >> mccain said the same thing. >> i know. demagogue and politician go hand in hand, right? do something about it. listen to this man. this man is a wonderful american here. you're not going to run for anything? >> well, you can serve the public without being an elected official. >> but you are when you come on here. instead of just -- the easiest thing and the knee jerk thing is to do...
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Jun 17, 2013
06/13
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handle the checkout so we can work on that thing that's stuck in the thing. [ female announcer ] today, cisco is connecting the internet of everything. so everyone goes home happy. >>> this is "worldwide exchange." a recap of the headlines today. president obama delivers a speech in belfast ahead of the g-8 summit where tensions over syria are expected to run high. this after the russian president vladimir putin scolds the west about arming the opposition. most foreign leaders agree in welcoming iran's new president. the u.s. expresses hopes that rohani's landslide victory means negotiations over stalling the nuclear program can be restarted. >>> cnbc's phil lebeau speaks to boeing ceo in about an hour. >>> plus breaking up is hard to do. large investors of smithfield foods opposes a takeover deal with the chinese rival and says the pork producer could be worth more split into pieces. >> you're watching "worldwide exchange," bringing you business news from around the globe. >>> president barack obama has been speaking in northern ireland today. he will use the g-8 summit to seek help over the
handle the checkout so we can work on that thing that's stuck in the thing. [ female announcer ] today, cisco is connecting the internet of everything. so everyone goes home happy. >>> this is "worldwide exchange." a recap of the headlines today. president obama delivers a speech in belfast ahead of the g-8 summit where tensions over syria are expected to run high. this after the russian president vladimir putin scolds the west about arming the opposition. most foreign...
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Jun 17, 2013
06/13
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but, of course, it's a good listener too. [ female announcer ] today cisco is connecting the internet of everything. so everything works like never before. [ female announcer ] today cisco is connecting the internet of everything. (announcer) at scottrade, our cexactly how they want.t with scottrade's online banking, i get one view of my bank and brokerage accounts with one login... to easily move my money when i need to. plus, when i call my local scottrade office, i can talk to someone who knows how i trade. because i don't trade like everybody. i trade like me. i'm with scottrade. (announcer) scottrade. awarded five-stars from smartmoney magazine. >>> google has launched giant balloons carrying computer equipment to create a high speed internet infrastructure in remote areas. that brings us to the squawk on the tweet. what other world problems could google solve with balloons? john tweets inflation. mills tweets sky high about aen looks, google can monitor the nsa in utah as it monitors us. and google balloons could check the correct height of the qe induced market bubble. >>> spea
but, of course, it's a good listener too. [ female announcer ] today cisco is connecting the internet of everything. so everything works like never before. [ female announcer ] today cisco is connecting the internet of everything. (announcer) at scottrade, our cexactly how they want.t with scottrade's online banking, i get one view of my bank and brokerage accounts with one login... to easily move my money when i need to. plus, when i call my local scottrade office, i can talk to someone who...